『Tax-Free, Taxable Income』のカバーアート

Tax-Free, Taxable Income

Tax-Free, Taxable Income

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今ならプレミアムプランが3カ月 月額99円

2026年5月12日まで。4か月目以降は月額1,500円で自動更新します。

概要

 Are tax-free income strategies, pretax retirement accounts, IRA withdrawals, business losses, and retirement tax planning being used to your full advantage as a business owner? In this episode of the Capitalized Life & Retirement Show, I break down a powerful but often overlooked opportunity for business owners: using business losses—whether intentional or incidental—to offset income and potentially withdraw money from traditional IRAs, SEP IRAs, or SIMPLE IRAs with little to no tax liability. We discuss the pros and cons of heavily funding pretax accounts like 401(k)s, how many retirees end up in the same tax bracket despite decades of saving, and why tax diversification matters more than most people realize. You’ll also learn how today’s larger standard deductions and evolving tax laws impact planning, and why proactive strategies can help you avoid overpaying taxes in retirement. If you’re a business owner or high-income earner looking to maximize efficiency and create more tax-advantaged income, this episode will help you think differently about your retirement strategy. Matthew P. Johnson is President and Owner of Johnson Wealth and Income Management, a third-generation company that has been serving clients for over 75 years. Matthew has been advising clients in the financial services industry since 1999. He strives to educate clients on how to invest for income, help to avoid loss by utilizing more conservative investment options, and is dedicated to helping them achieve a well-planned retirement. Johnson Wealth and Income Management is committed to educating its clients and the community through workshops on topics related to more conservative investment alternatives. Website: https://www.johnsonwim.com/ Investment Advisory Services offered through Sound Income Strategies, LLC, an SEC Registered Investment Advisory Firm. Johnson Wealth and Income Management and Sound Income Strategies, LLC are not associated entities. Johnson Wealth and Income Management is a franchisee of Retirement Income Source, LLC. Retirement Income Source, LLC and Sound Income Strategies, LLC are associated entities.
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